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Automatically Close Opportunities!

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  • Automatically Close Opportunities!

    Currently Opportunities can be created automatically when a quote is created. Then you can see the related quote status under the quote tab in that opportunity. Once that quote has been accepted and the status is changed to "work ordered" or "service ordered", it would make sense to have the opportunity status change to "Closed". This would automate the opportunity cleansing process. Thoughts? If there is already an SQL script created that can do this, please let me know.

  • #2
    This functionality already exists, there are settings in the quote and opportunity options to handle this for you.
    Opp.png
    Marsha Blobaum
    Product Analyst
    Tigerpaw Software
    800.704.9009 x4584
    402.592.7317fax
    mblobaum@tigerpawsoftware.com

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